SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 238 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $592,858 | +94454.7% | 16,905 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $627 | -43.7% | 16,905 | -42.3% | 0.02% | -48.6% |
| Q1 2023 | $1,113 | +67.9% | 29,288 | +74.8% | 0.04% | +59.1% |
| Q4 2022 | $663 | -99.9% | 16,757 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $594,000 | +110.6% | 16,757 | +137.5% | 0.02% | +120.0% |
| Q2 2022 | $282,000 | -9.0% | 7,057 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $310,000 | +1.0% | 7,057 | -3.2% | 0.01% | +11.1% |
| Q4 2021 | $307,000 | +7.7% | 7,289 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $285,000 | +0.4% | 7,289 | +3.0% | 0.01% | +11.1% |
| Q2 2021 | $284,000 | +9.7% | 7,077 | +5.3% | 0.01% | 0.0% |
| Q1 2021 | $259,000 | +17.2% | 6,723 | 0.0% | 0.01% | +12.5% |
| Q4 2020 | $221,000 | – | 6,723 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PRUDENT INVESTORS NETWORK, INC. | 302,195 | $11,924,000 | 10.58% |
| Stewardship Advisors, LLC | 224,133 | $8,844,000 | 5.56% |
| TPG Financial Advisors, LLC | 161,789 | $6,384,000 | 5.26% |
| MFA WEALTH ADVISORS, LLC | 174,122 | $6,874,000 | 4.99% |
| Financial Planning & Information Services, Inc. | 232,424 | $9,171,000 | 3.65% |
| Traverso Chambers Private Wealth Management, LLC | 177,250 | $6,994,000 | 2.97% |
| FSA Wealth Management LLC | 105,615 | $4,168,000 | 2.94% |
| Mokosak Advisory Group, LLC | 100,043 | $3,954,000 | 2.39% |
| Aurora Private Wealth, Inc. | 152,928 | $6,035,000 | 2.14% |
| NorthRock Partners, LLC | 999,044 | $39,422,000 | 2.08% |